Podcasts about Exit strategy

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Best podcasts about Exit strategy

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Latest podcast episodes about Exit strategy

Law Enforcement Today Podcast
Could This Be the Miracle Breakthrough for PTSD?

Law Enforcement Today Podcast

Play Episode Listen Later Sep 17, 2025 39:37


Could This Be the Miracle Breakthrough for PTSD? A Doctor's Personal Story and Treatment. When it comes to trauma and PTSD, countless stories of suffering and survival fill the News, Facebook, Instagram, LinkedIn, and podcasts on Apple and Spotify. But one story stands out, not just because of the personal tragedy behind it, but because of the revolutionary hope it brings. The Law Enforcement Talk Radio Show and Podcast promoted across their Facebook , Instagram , LinkedIn , Medium and other social media platforms. Dr. Eugene Lipov, a board-certified anesthesiologist and trauma expert, is changing the way the world understands PTSD, or as he prefers to call it, PTSI (Post-Traumatic Stress Injury). His work introduces a treatment that some have called nothing short of a miracle breakthrough. He is the guest on the Law Enforcement Talk Radio Show and Podcast, available for free on their website, on Apple Podcasts, Spotify, and most podcast platforms. A Life Marked by Trauma Dr. Lipov's journey began in tragedy. During medical training, while diving in Mexico, he was struck by a boat and nearly bled to death after suffering devastating propeller injuries. “I had an out-of-body experience when I was close to death,” he recalled. That moment of hovering between life and death left a permanent mark. Look for supporting stories about this and much more from Law Enforcement Talk Radio Show and Podcast in platforms like Medium , Blogspot and Linkedin . Just a year later, his mother died by suicide. That profound loss shook his family and became another defining wound. “The impact of that was life-altering,” Dr. Lipov has shared. It was through these events and a growing awareness of his own PTSD that he began to search for new answers. Could This Be the Miracle Breakthrough for PTSD? A Doctor's Personal Story and Treatment. From Personal Loss to Medical Innovation Rather than simply endure his trauma, Dr. Lipov turned it into a driving force for discovery. He pioneered the use of the Stellate Ganglion Block (SGB), a simple nerve block called “The God Shot.” Unlike conventional therapies that often focus on managing symptoms, this treatment aims to reset the brain's overactive fight-or-flight response instantly. Available for free on their website and streaming on Apple Podcasts, Spotify, and other podcast platforms. “Advanced brain scans show trauma leaves physical scars on the brain,” Dr. Lipov explains. “If it's a biological injury, it means it can heal.” The procedure has already transformed lives, from Navy SEALs and first responders to survivors of abuse and burnout. Patients report an almost immediate sense of calm, describing it as a return to themselves after years of chaos. Could This Be the Miracle Breakthrough for PTSD? The Book That Could Change Everything In his upcoming book, The God Shot: Healing Trauma's Legacy, co-authored with Lauren Ungeldi and set for release on February 17, 2026, Dr. Lipov dismantles the myths surrounding trauma. Instead of viewing PTSD as a mental weakness, he presents it as a treatable injury with a biology-based solution. The Law Enforcement Talk Radio Show and Podcast episode is available for free on their website , Apple Podcasts , Spotify and most major podcast platforms. “The era of managing trauma is over,” he writes. “The age of hope and healing has begun.” The book introduces readers to the science, the stories, and the solution, offering not just coping strategies, but the possibility of full recovery. Beyond the Page: Expanding the Movement Dr. Lipov has also authored The Invisible Machine and Exit Strategy for Post-Traumatic Stress Disorder. Both works further highlight how SGB has the potential to revolutionize trauma care. These books blend medical insights with deeply personal narratives, ensuring that both professionals and trauma survivors can connect with the material. Could This Be the Miracle Breakthrough for PTSD? A Doctor's Personal Story and Treatment. The full podcast episode is streaming now on Apple Podcasts, Spotify, and across Facebook, Instagram, and LinkedIn. But his advocacy doesn't stop with books. Through his interview on The Law Enforcement Talk Radio Show and podcast, available on their website, also on Apple, Spotify, and social platforms like Facebook, Instagram, and LinkedIn, he shares the science and stories behind the treatment with a wider audience. From Science to Culture To bridge the gap between medicine and culture, Dr. Lipov collaborated on It's PTSI, a poetic musical project with award-winning artist Chase Bell. Together with Jen Satterly, CEO of the All Secure Foundation, they are reframing trauma as an injury that can be healed rather than a permanent scar. The All Secure Foundation, co-founded by Jen and retired Special Operations warrior Tom Satterly, provides critical resources for combat veterans and their families. From retreats to workshops, they help warriors move from Post-Traumatic Stress to Post-Traumatic Growth, amplifying the very mission Dr. Lipov has devoted his career to. His story resonates across Facebook, Instagram, LinkedIn, Apple Podcasts, Spotify, and beyond. Could This Be the Miracle Breakthrough? For too long, trauma survivors have been told that PTSD is a life sentence. Dr. Lipov's work challenges that narrative, showing that trauma is an injury, and injuries can heal. Could This Be the Miracle Breakthrough for PTSD? His personal story, surviving near-death, losing his mother, and living with his own trauma, fuels his drive to ensure others don't suffer in silence. And with "The God Shot" now poised to reach readers worldwide, the conversation around PTSD may be on the verge of its biggest transformation yet. The Law Enforcement Talk Radio Show and Podcast promoted across their Facebook , Instagram , LinkedIn , Medium and other social media platforms. As Dr. Lipov's groundbreaking research and personal journey spread across News outlets, social media platforms like Facebook and Instagram, and through podcasts on Apple and Spotify, the world is asking the same question: Could This Be the Miracle Breakthrough for PTSD? You can contact John J. “Jay” Wiley by email at Jay@letradio.com , or learn more about him on their website . The full interview is streaming now on Apple Podcasts, Spotify, and the Law Enforcement Talk Radio Show website. Get the latest news articles, without all the bias and spin, from the Law Enforcement Talk Radio Show and Podcast on Medium , which is free. Find a wide variety of great podcasts online at The Podcast Zone Facebook Page , look for the one with the bright green logo. Be sure to check out our website . Be sure to follow us on MeWe , X , Instagram , Facebook, Pinterest, Linkedin and other social media platforms for the latest episodes and news. You can help contribute money to make the Gunrunner Movie . The film that Hollywood won't touch. It is about a now Retired Police Officer that was shot 6 times while investigating Gunrunning. He died 3 times during Medical treatment and was resuscitated. You can join the fight by giving a monetary “gift” to help ensure the making of his film at agunrunnerfilm.com . Background song Hurricane is used with permission from the band Dark Horse Flyer. Could This Be the Miracle Breakthrough for PTSD? Attributions The God Shot Book Dr. Eugene Lipov Books Simon and Schuster It's PTSI   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alex & Annie: The Real Women of Vacation Rentals
Preserving People, Culture, and Legacy: Inside Nocturne's Acquisition Strategy with CEO, Scott Wiseman

Alex & Annie: The Real Women of Vacation Rentals

Play Episode Listen Later Sep 17, 2025 48:32 Transcription Available


Send us a message!What does it take to scale luxury vacation rentals while protecting the legacy of the brands that built them?In this episode, Alex & Annie welcome back Scott Wiseman, CEO of Nocturne Luxury Villas, for an inside look at how Nocturne approaches acquisitions in the luxury vacation rental space. Instead of treating acquisitions as one-size-fits-all deals, Scott explains how his team works with founders to create personalized exit plans that honor their legacy, protect employees, and keep guests at the heart of the business.We discuss:1️⃣ How Nocturne has grown to nearly 1,200 homes across six markets2️⃣ Why culture and relationships are as important as financial outcomes3️⃣ How Nocturne's concierge services give vacation rentals an edge over resorts4️⃣ What he sees ahead for the luxury travel sector5️⃣ Honest advice for owners considering selling their businessScott brings a grounded, people-first perspective to what's often seen as a purely financial process. His approach reminds us that growth can happen without losing the heart of a company — its people, its culture, and the relationships that built it.Connect with Scott Wiseman:LinkedIn: https://www.linkedin.com/in/scottfwiseman/ Connect with Nocturne:Website: https://www.nocturneluxuryvillas.com/ ✨ Exclusive Offer to Alex & Annie Listeners:Get free onboarding when you partner with Xplorie! Valid through November 30, 2025.

Mining Stock Education
Insider Tips and Veteran Insights from 30-year Junior Mining Stock Pro Michael Kosowan

Mining Stock Education

Play Episode Listen Later Sep 16, 2025 51:40


In this episode of Mining Stock Education, host Bill Powers interviews mining sector veteran Michael Kosowan. Michael shares his journey from a family background in mining engineering in Northern Ontario to becoming a major investor in the mining sector. He offers valuable insights into the psychology of junior mining stock speculators and the importance of holding winners. Michael also discusses his investment strategies, significant stock picks, and the critical qualities he looks for in junior mining executives. This episode is packed with actionable advice for both novice and seasoned investors looking to profit from junior mining stocks. 00:00 Introduction to Mining Stock Education 00:40 Meet Michael Kosowan: From Mine Engineer to Investor 01:13 Early Career and Transition to Finance 06:17 The Impact of the Bre-X Scandal 10:44 Joining Rick Rule and Building a Client Base 14:48 Investment Strategies and Success Stories 19:23 The Importance of Founder Shares and Executive Focus 23:28 Investor Psychology in Junior Mining Speculation 25:20 Understanding Speculative Stocks and Hubris 25:38 Transitioning to the Issuer Side 27:18 Qualities of a Junior Mining Executive 30:05 Balancing Risk and Reward in Junior Mining 32:19 Personal Investment Strategies and Portfolio 37:03 Involvement with Eminent Gold Corp 37:52 Involvement with Torq Resources 40:00 Involvement with TDG Goldcorp 44:14 Exit Strategies and Long-term Vision 46:07 Final Insights and Advice for Investors Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Exit Strategy
Moving Through the Loss

Exit Strategy

Play Episode Listen Later Sep 16, 2025 29:06


In her award-winning new book — Fifty-seven Fridays: Losing our Daughter, Finding our Way — Myra Sack writes about losing her young daughter, Havi, to Tay-Sachs disease and discovering essential truths about love and joy … ritual and community … born from wrenching grief. Myra joins Exit Strategy host Stephanie Garry in a conversation of […] The post Moving Through the Loss appeared first on Plaza Jewish Community Chapel.

The Love, Happiness and Success Podcast With Dr. Lisa Marie Bobby
How to Deal With a Bully Boss: Surviving and Healing From Toxic Workplaces | E472

The Love, Happiness and Success Podcast With Dr. Lisa Marie Bobby

Play Episode Listen Later Sep 15, 2025 50:41


Have you ever had a boss who left you walking on eggshells, never sure what mood they'd bring into the office? Maybe they humiliated people in meetings, lashed out without warning, or drained you so much that you came home with nothing left for yourself. A bully boss can affect far more than your workday. In this episode, I'm talking with Mita Mallick, speaker, workplace strategist, coach, and bestselling author. She's sharing stories from her own career and what she's learned about surviving toxic leaders - from executives who throw shoes to managers who use “toxic positivity” as a weapon. Mita also offers strategies for spotting warning signs in an interview, building an exit plan that protects your career, and regaining your confidence once you've left. We also explore the patterns that keep people stuck in unhealthy workplaces: how old experiences can shape what we tolerate, why many of us think we can “outwork” a bad boss, and what it really takes to reclaim your well-being. Episode Breakdown: 00:00 How Toxic Jobs Affect Your Life 00:43 Meet Mita Mallick: Speaker, Strategist, and Author 01:22 Surviving Abuse from a Bully Boss 07:16 Workplace Trauma and Mental Health 18:02 How to Spot Red Flags in Job Interviews 28:34 Types of Toxic Bosses and Their Behaviors 38:25 Exit Strategies and Rebuilding Confidence If you'd like more support beyond this conversation, you're welcome to schedule a free consultation with me or a member of my team. We can help you make thoughtful career decisions, strengthen boundaries, and protect your mental health at work. I also encourage you to check out Mita's new book, The Devil Emails at Midnight: What Good Leaders Can Learn from Bad Bosses. You can connect with her directly on LinkedIn and Instagram to keep learning from her insights on leadership and workplace culture. And of course, you can always stay connected with me on Instagram, Facebook, and YouTube, where I share weekly tips and encouragement. I'd love to hear your thoughts - your questions and feedback always help shape future episodes. Let's talk! I also want to extend a big thank-you to Headway for sponsoring this episode. Headway helps me keep growing, even on the busiest days, by making it possible to learn from the world's top books in just minutes. I use it every day. I truly love it, and I think you will too. Save 25% when you go to ⁠⁠makeheadway.com/lhs⁠⁠ and use the promo code LHS. Let's keep learning and growing together.

The elevateHER Podcast
S2 Ep 19. Your Human Design Type - the code to your exit strategy

The elevateHER Podcast

Play Episode Listen Later Sep 15, 2025 24:17


Take your human design assessment here, and keep your chart nearby for this series. Ready to build a solid financial runway stop depending on your paycheck? Book your Corporate Breakup call here: https://richwomanrevolution.com/corporate-breakup-call

Investor Fuel Real Estate Investing Mastermind - Audio Version
Lease Option Exit Strategy Explained | Credit Repair & Tenant Screening for Investors

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 12, 2025 24:10


Host Leo Wehdeking speaks with Paul Ritter, a seasoned real estate professional who specializes in lease option exit strategies, credit repair, and tenant screening. Paul shares insights on how he integrates these services to help real estate investors maximize their profits while ensuring that tenant buyers are well-prepared for homeownership. The conversation covers the importance of identifying red flags in potential tenants, the challenges of running a multifaceted business, and the significance of building strong relationships within the real estate community.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Consulting Growth Podcast
Exit Strategies for Consultants | Episode 3 - Bill Bierce & Prof. Joe O'Mahoney

The Consulting Growth Podcast

Play Episode Listen Later Sep 10, 2025 54:07 Transcription Available


Send us a textWhat happens when business partners who once shared a vision find themselves at odds over an exit strategy? The consequences can be financially devastating and emotionally draining—yet most consultancy owners postpone these crucial conversations until it's too late.Bill Bierce, managing attorney and co-founder of Beers Kenerson Attorneys, brings decades of experience resolving business partnership disputes to this eye-opening conversation about preparing for successful exits. Having witnessed countless "corporate divorces," Bill shares practical wisdom on how consultancy owners can protect themselves and their equity value through proper planning.At the heart of Bill's approach is a simple yet profound concept: start with the end in mind. From establishing veto rights and force majeure provisions to creating governance structures that survive personality conflicts, he outlines the essential legal frameworks that prevent catastrophic disputes. These aren't just legal technicalities—they're the foundation of healthy business relationships that preserve value for everyone involved.The discussion delves into the psychology of partnership, comparing business relationships to marriages that require shared values and clear expectations. Bill reveals how minority shareholders can protect themselves, how to maximize valuation during sale preparation, and why knowledge management systems dramatically increase a firm's attractiveness to buyers. His insights on Delaware corporate law, earnout structures, and due diligence processes provide a masterclass in exit planning.Whether you're just starting a consultancy or have been operating for years, this conversation offers invaluable guidance on structuring your business for maximum equity value. Take the first step toward a smarter exit strategy by learning from someone who's seen what happens when partners fail to plan—and how dramatically different the outcomes can be when they do.Prof. Joe O'Mahoney helps boutique consultancies scale and exit. Joe's research, writing, speaking and insights can be found at www.joeomahoney.com

Expert Network Team
What it really takes to sell your business

Expert Network Team

Play Episode Listen Later Sep 10, 2025 29:21


In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

PROFIT With A Plan
EP318 Build to Sell, Build to Scale - Exit Strategy Secrets

PROFIT With A Plan

Play Episode Listen Later Sep 9, 2025 38:20 Transcription Available


Wisdom of the Sages
1666: Modern Minds Stuck in Outrage Cycles — The Bhakti Exit Strategy

Wisdom of the Sages

Play Episode Listen Later Sep 8, 2025 60:09


Hate shrinks the soul, but devotion expands it. This episode weaves together Booker T. Washington's timeless wisdom with the Bhakti-yoga path of love and transformation. From Washington's refusal to let hatred narrow his soul to Nārada's “curse that cures” and Baby Krishna's Dāmodara pastime, Raghunath and Kaustubha explore how bhakti disarms resentment, envy, and bitterness—and replaces them with clarity, compassion, and joy. Discover why contempt is spiritual quicksand, how outrage has become the new addiction, and why love is the only effective recovery plan. With humor, storytelling, and insights from the Bhāgavatam, this episode offers a practical strategy for cutting through outrage and expanding the heart.

Mining Stock Education
Proven Multi-Bagger Formula Revealed by Junior Mining Stock Expert Jeff Phillips

Mining Stock Education

Play Episode Listen Later Sep 8, 2025 37:54


In this episode of Mining Stock Education, host Bill Powers is joined by Jeff Phillips, a highly successful junior mining speculator and activist investor. Jeff shares his journey from entering the resource market in the 90s to his current role as a strategic consultant. He discusses the importance of understanding the speculative nature of junior mining stocks, key factors he looks for in investments like management ownership and share structure, and his multi-bagger formula for achieving massive returns. Jeff also highlights his experiences with notable companies and offers practical advice for navigating the junior resource sector. 00:00 Intro 00:28 Meet Jeff Phillips: A Successful Junior Mining Speculator 00:56 Jeff's Early Days in Resource Investing 01:29 The Bull Market and Learning Curves 02:11 Transition to Corporate Communications 03:20 Success in Oil and Gas Investments 04:41 Re-entering the Resource Market 05:52 Speculating vs. Investing in Junior Resources 06:49 The Thrill of Speculation and Key Success Factors 08:40 Importance of Share Structure and Management 14:27 The Role of Warrants and Shareholder Support 16:04 Consulting and Due Diligence in Early-Stage Projects 18:08 Investment Opportunities with Bob Dickinson 19:22 Exit Strategies and Market Dynamics 20:21 Success Stories in Lithium and Rare Earths 24:59 The Future of Natural Resources 27:32 Navigating the Junior Resource Sector 32:30 Concluding Thoughts and Advice Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Wisdom of the Sages
1666: Modern Minds Stuck in Outrage Cycles — The Bhakti Exit Strategy

Wisdom of the Sages

Play Episode Listen Later Sep 8, 2025 60:09


Hate shrinks the soul, but devotion expands it. This episode weaves together Booker T. Washington's timeless wisdom with the Bhakti-yoga path of love and transformation. From Washington's refusal to let hatred narrow his soul to Nārada's “curse that cures” and Baby Krishna's Dāmodara pastime, Raghunath and Kaustubha explore how bhakti disarms resentment, envy, and bitterness—and replaces them with clarity, compassion, and joy. Discover why contempt is spiritual quicksand, how outrage has become the new addiction, and why love is the only effective recovery plan. With humor, storytelling, and insights from the Bhāgavatam, this episode offers a practical strategy for cutting through outrage and expanding the heart.

Retirement Coffee Talk
Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.

Retirement Coffee Talk

Play Episode Listen Later Sep 6, 2025 49:28


A warning to pull back on risk in the market. Too many fees and too little performance. Does that describe your 401(k)? A new retirement risk to look out for. Like this episode? Hit that Follow button and never miss an episode!

Communicate to Lead
121. The Strategic Off-Ramp: Your Guide to Planning Your Exit Strategy

Communicate to Lead

Play Episode Listen Later Sep 4, 2025 18:34


Send us a text➡️➡️➡️ Sign up for the Women's Leadership Power CollectiveAre you tired of being the go-to crisis manager who never gets considered for senior leadership roles? Sick of watching your ideas get implemented with someone else's name attached? If you're a high-achieving woman who's done everything "right" but still feels invisible at work, this episode will change how you think about your career strategy forever.Host Kele Belton introduces a game-changing concept called "The Strategic Off-ramp"—a revolutionary approach for women leaders who are stuck in what she calls the "Invisible Excellence Trap." Unlike quiet quitting, this strategic method helps you redirect your energy from an unappreciative workplace toward securing the recognition and compensation you deserve elsewhere.What You'll Learn:✅ The EXIT Method Framework - A 4-phase, 6-month strategic career transition plan ✅ 7 Warning Signs it's time to implement your Strategic Off-ramp ✅ The 3 Essential Foundations you need before making your move ✅ Word-for-word communication scripts to set boundaries professionally ✅ Networking and job search strategies that work for busy executives ✅ Bonus timing secrets to maximize your financial outcome ✅ The biggest mistakes women make when leaving toxic work environmentsPerfect for: Women executives, senior managers, high-achievers feeling undervalued, corporate professionals seeking career advancement, and anyone ready to stop over-delivering to under-appreciative employers.Resources Mentioned:Episode 119: "Quiet Cracking"Private coaching - schedule your complimentary 1-1 leadership clarity callAbout Your Host:Kele Belton is a communication and leadership facilitator, coach, and consultant who specializes in helping women leaders develop confidence and impact through strategic communication and practical leadership frameworks.Connect with Kele for more leadership insights:LinkedIn: https://www.linkedin.com/in/kele-ruth-belton/Instagram: https://www.instagram.com/thetailoredapproach/Website: https://thetailoredapproach.com

Spa Marketing Made Easy Podcast
SMME #449 What's Your Exit Strategy? Planning a Profitable Spa Exit, Step by Step

Spa Marketing Made Easy Podcast

Play Episode Listen Later Sep 1, 2025 37:37


Have you ever wondered how you'll step away from your spa - retirement, sale, succession? If the thought makes you freeze, you're not alone. In this episode of Spa Marketing Made Easy, Daniela opens up about the critical importance of planning your exit strategy well before you need it. Discover why putting this off could cost you tens or even hundreds of thousands of dollars—and how even smaller spa owners can walk away with six-figure payouts if they prepare thoughtfully. Whether your business is $50K or $2M, here's your guide to planning your freedom—and building your spa legacy. What you'll learn during this episode: Why exit planning can't be an afterthought Value factors that make your spa sellable, even if you're not at $2M+ Exit options for different revenue scenarios Multiples, add-backs, and what buyers actually pay for The importance of preparation vs. going to market unprepared Year-by-year checklist: Spiral your way to an exit-ready business Resources Mentioned in Episode #449:  What's Your Exit Strategy? Planning a Profitable Spa Exit, Step by Step Spa Marketing Made Easy EP 350 with Ben Hernandez (private equity insights) EP 422 with Susan Voss (spa acquisitions) Main Street Millionaire by Codie Sanchez (business acquisition strategies) Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Financial Sense(R) Newshour
ESOPs: The Tax-Free Exit Strategy Few Business Owners Know

Financial Sense(R) Newshour

Play Episode Listen Later Sep 1, 2025 21:15


Sep 1, 2025 – Discover how retiring business owners can unlock powerful, little-known tax advantages while preserving their legacy in this insightful interview with Lawrence Kaplan of CSG Partners. Financial Sense host Jim Puplava explores how employee...

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
The Insider Who Spent 43 Years Revealing The Exit Strategy That Outsmarts Private Equity And Protects Your Legacy — Kelly Finnell (#469)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Sep 1, 2025 45:53 Transcription Available


Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“ Understand finance and accounting as early as you can.” - Kelly FinnellExclusive Insights from This Week's EpisodesInsider Kelly Finnell, with 43 years of expertise, unveils a secret exit strategy that outsmarts private equity and empowers your team. Learn how to cash out at top value, preserve your company culture, and reward loyal employees without losing control. Finnell shares why his approach consistently beats private equity offers and how to prepare today for a life-changing exit. Don't leave your future to chance.00:08:00 Kelly Finnell explains why his exit strategy often surpasses private equity offers, citing 30% of clients getting higher payouts.00:16:00 Kelly emphasizes educating yourself on exit options, recommending his book for real-world case studies.00:21:00 Kelly debunks myths about losing control, ensuring founders retain strategic influence post-exit.00:24:00 Kelly highlights how his strategy creates wealth for employees, boosting performance through ownership.00:31:00 Kelly stresses a strong successor management team as critical for a successful exit transition.Click here for full show notes, transcript, and resources:https://podcast.deepwealth.com/469Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You CUnlock Your Lucrative Exit and Secure Your Legacy

Run The Numbers
The Anti-Exit Strategy: Premji Invest's Approach to Evergreen Capital (& the Future of CFO Tech)

Run The Numbers

Play Episode Listen Later Sep 1, 2025 53:59


Premji Invest is an investment firm that backs some of the biggest names in the CFO and enterprise tech stack, including Anaplan, Zuora, Coupa, and Looker. In this episode, CJ is joined by Sandesh Patnam, the firm's Managing Partner, to discuss their approach to investing and the future of CFO tech. Sandesh talks about the evergreen nature of Premji's investment model and explains how this permanent pool of capital enables the company to focus on deep partnerships and durable growth, rather than chasing fund cycles or portfolio diversification. He breaks down why he views total addressable market (TAM) as a floor rather than a ceiling, how investing across both public and private markets creates a strategic advantage, and how startups should approach capital construction and optionality in today's market. The conversation also touches on the evolution of the CFO toolkit, how AI is shifting the finance role, what persistent finance problems are still waiting for innovation, how org design is changing inside finance teams, and why he believes AI is a bigger shift than both the dot-com and mobile eras.—LINKS:Sandesh Patnam on LinkedIn: https://www.linkedin.com/in/sandeshpatnamPremji Invest: https://in.premjiinvest.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:BlackRock Managing Director on the Secrets of Durable Companies - —TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – RightRev | Navan | Rillet(06:59) Evergreen Capital and Premji's Approach to Investing(09:25) Portfolio Construction(12:58) TAM Versus SAM Versus Product(15:28) Sponsor – Pulley | Brex | Aleph(19:51) Seats Versus Outcome-Based Pricing(23:30) Defining Durability(26:31) Public Versus Private Investing(28:44) Why One Team Manages Both Public and Private Investing(30:47) Capital Construction for CFOs With Evergreen Investors(32:13) How and When Evergreen Funds Seek Liquidity(35:32) Building Optionality in Capital Strategy Amid Market Changes(38:01) Secondary Markets in the Private World(41:39) The Evolution of the CFO Tech Stack(43:41) AI and Systems of Action(45:43) How CFOs Are Starting To Interact With AI Tech(49:09) A Finance Problem That's Open for Innovation(50:25) The Evolution of the CFO's Role Beyond Finance(51:33) The AI Era vs. Prior Tech Eras—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#EvergreenCapital #PremjiInvest #CFOTechStack #InvestmentStrategy #PortfolioDurability This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Smart Business Revolution
Inside the Mind of a Fifth-Gen Entrepreneur: Michael Richman on Growth, EOS, and Exit Strategy

Smart Business Revolution

Play Episode Listen Later Aug 29, 2025 29:38


Michael Richman is a Professional EOS Implementer with EOS Worldwide, a company that helps entrepreneurial leadership teams gain clarity, traction, and results through a proven operating system. With a background as a fifth-generation entrepreneur, he brings decades of firsthand experience in building and scaling businesses. Before becoming an EOS Implementer, Michael owned and operated a second-generation multimillion-dollar custom manufacturing company, culminating in a successful exit. He holds a degree in communications from the University of Southern California (USC) and an MBA in small business entrepreneurship from California Lutheran University. In this episode… Many entrepreneurs face the challenge of running and growing a family business while balancing legacy, leadership, and long-term sustainability. Scaling can feel overwhelming, employees may resist change, and eventually, the emotional weight of selling a business becomes unavoidable. How do you create clarity, build respect, and prepare a company for both growth and transition? Michael Richman shares how he navigated these challenges as a fifth-generation entrepreneur. By securing major accounts like Starbucks, Panda Express, and Family Dollar, Michael proved his value and helped expand his family's custom manufacturing business nationwide. Later, he turned to the EO community and the Entrepreneurial Operating System (EOS) to implement simple tools, such as scorecards, accountability charts, and people management systems — changes that unlocked growth, revealed hidden problems, and ultimately prepared the business for a successful exit. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Michael Richman, Professional EOS Implementer at EOS Worldwide, about transitioning a legacy business and scaling with systems. Michael discusses custom manufacturing, high-trust B2B partnerships, and how the Entrepreneurs' Organization (EO) changed his trajectory.

The Dentist Freedom Blueprint
Flow-Driven Performance: Unlocking Human Potential in Dentistry and Beyond - David Maloley: Ep #551

The Dentist Freedom Blueprint

Play Episode Listen Later Aug 29, 2025 40:22


This isn't another talk on systems or hustle. David unpacks why mastery, autonomy, and purpose—not command-and-control leadership—are the keys to thriving teams. We dive into neuroscience, culture, and leadership to reveal how dentists and entrepreneurs can move beyond grind culture, keep their best people engaged, and build businesses that feel as good as they perform. If you've ever wondered what's next after financial success, this conversation will give you a roadmap. If you like this episode, here are more episodes we think you'll enjoy: Ep #550 – Every Dentist Must Master Leadership, Exit Strategies and Burnout – Dr. John Meis Ep #272 - Relentless Leadership - Dr. David Maloley Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

The Tech M&A Podcast
Episode 82: Inside the Deal with Niles Overly and Rob Kopp

The Tech M&A Podcast

Play Episode Listen Later Aug 26, 2025 10:34


In this episode of the Tech M&A Podcast, hosts Niles Overly and Rob Kopp share their experiences as co-founders of Metro Data Centers, discussing their motivations for selling the company, the unique aspects of their business, and the challenges they faced during the M&A process. They emphasize the importance of planning for an exit, effective communication, and the value of seeking professional help throughout the sale process. The conversation provides valuable insights for entrepreneurs considering an exit strategy.   Takeaways Always think about an exit strategy from the start. Unique business models can attract buyers. Effective communication is crucial during the sale process. Balancing daily operations with M&A activities is challenging. Seek professional help to navigate the M&A process. Experience plays a significant role in successful exits. Planning financial projections is essential but difficult. Involve trusted employees at the right time. Investment bankers can provide significant value during sales. Understanding the complexities of your business is key.    Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Founders' Backgrounds and Company Overview 01:54 Motivations for the Sale Process 03:10 Unique Selling Points of Metro Data Centers 04:14 Communication Strategies During the Sale 05:23 Balancing Operations and M&A Process 06:32 Lessons Learned and Surprises 07:58 Advice for Entrepreneurs Considering an Exit

The Dentist Freedom Blueprint
Every Dentist Must Master Leadership, Exit Strategies and Burnout - Dr. John Meis: Ep #550

The Dentist Freedom Blueprint

Play Episode Listen Later Aug 22, 2025 43:39


What sets John apart is his ability to cut through complexity. In this conversation, we break down the biggest mistakes sellers make before a transition, why leadership—not clinical skill—is the true multiplier in today's market, and how younger doctors can thrive despite heavy debt and limited reps coming out of school. If you're a dentist who wants clarity about the future, and a blueprint for building freedom on your terms, this episode is a must-listen. If you like this episode, here are more episodes we think you'll enjoy: Ep #549 – Lessons on Ownership, Mindset & Money For Practice Owners and New Dental Grads – Mike Abernathy Ep #548 - The Evolving Dental Industry: The Future of Private Practice – Steve Parker Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Blue Collar Millionaire Podcast
Exit Strategies Turning Blue Collar Work into Millions

Blue Collar Millionaire Podcast

Play Episode Listen Later Aug 22, 2025 27:20


What if your business could keep growing even when you step away? And what if one day you could cash out for millions? In this episode, Kevin shares how he turned his blue collar hustle into a life-changing exit and the 5 secrets every business owner must know before selling. Here's what we cover: ✅ The #1 mistake that kills your valuation ✅ How to build predictable cash flow and leads buyers love ✅ Why clean books and “add-backs” can mean millions more at closing ✅ The power of having the right people in place before you sell ✅ How private equity buyers really think about your business This playbook will help you build a business worth buying. Learn more about Board Room Elite and how to connect with our community. 

The Real Estate Preacher with Randy Lawrence
TRP228 - Commercial Real Estate Exit Strategies

The Real Estate Preacher with Randy Lawrence

Play Episode Listen Later Aug 21, 2025 8:27


Your exit strategy can be the final determining factor between a profit or loss on a real estate investment. If you don't start with the end in mind, you're undoubtedly setting yourself up for failure. In this episode, I show you the different commercial real estate exit strategies so that you can develop a fully strategic investment plan before even acquiring a property. Join Our Investor Club: https://bit.ly/4o1WHr9 This episode was originally released on May 17, 2024.  

The House of Halliwell / A Charmed Rewatch Podcast

Part 2!!  Thats right, you heard it here first, EXIT STRATEGY is the second half of THE DEMON (Damon?) WHO CAME IN FROM THE COLD. The time is now...  The House of Halliwell would not be possible if it wasn't for the support from our SUPERCAST FAMILY. Please consder becoming a member HERE for all the bonuses your heart desires or if you just want to support us and the show. To all our PRODUCERS... Words will never truly suffice.  Billie CC Christine CJHEART81 Claudia Connie Dusti Felicia HereOnNeptune JMC JustAskHer Productions Kelley M@ Mister J Sara Definitely Not a Witch Lease Slavica Strachan Jennifer Arsuaga Connie Artero Sienna Austin-Monroe Cindy Bahl JACKIE BAIRD Emma Bantleman Candace Banton Kelley Baxter KIMBERLY BISHOP Elisa Brogren Bonita S Brown Ryan Byrum Adam Cab Katey Carmen Mathew Castro Shayne Cohen Ashley Collier-Medley Zachary Coyler Keri Cornell DAVID CROSS Cassy Crouch Renee Davis Kevin Dean Steven De Brandt Christine Demers Slavica Dinisheva Crystal Dorsey Shane Doss Nancy Downey Larry Doyle Leila Marie Felton Christopher Fenwick Alaina Ford Callan Ford Samm Franco Sarah G Sarah Garliss Mary Grace Jessica Gray Kristina Gutheil Ashley Hargett-Cochran Lee Israel Ashley Jacoby Jeremy Joyner Georgii Kamushadze LONNY KANOUFF Rayane Kernou DOMINIQUE KIEFEL Daniel Kupper Cecilia Kroen Erica Larabee Kazz Lark Aurit Lazerus Genghis Lerner Tran Long Emmanuel Lora Andrea Ludlow Karen M Loraine Macdonald Fabian Maciel Melissa Magazine Steven Maggiolino Jenna Marie Angela Marshall SAMANTHA MATHEWS Phillip McCoy Rebecca McFayden-Jarrells Kiera McKissic Niall McNamara Jason L Meriwether Ken Montour Maria Moor Victoria O'brien Alyssa Olsen Myrtle Omalley Alexia Padilla Freddy Padget Mellanie Parrish Claudia Passarella Tyler Peavey Simone Piper Emilio Polanco Jacqueline Price Livia Pye Charlito Rangel ASHLEY REINHARD Sarah Ritcheson Guillaume Rodriguez Alicia Rose Sammi Ross Lara Romary Jim Ruggiero Cassie Ryan Journey Ryan Richkard Saint-Victor Lucia Salas Georg Schuster Samantha Sebuck Rachel Shostak Cayley Smith Nish Smythe Marina Solis Alberto Sosa Jake Spillar Shana Springman Alexandra Stockdale-Haley Melanie Stout Lance Thigpen Valente Thompson Laresa Thorne Bennie Tillman Sydney Tims Stephanie Vega Stephanie Verbockel Katie Warech DEBORAH WATSON Justin Wear Dusti Young Rafal Zdon Nadia Zomorodian  

Beyond 8 Figures
How To Build A Resilient Business Without Burning Out with Margo Crawford

Beyond 8 Figures

Play Episode Listen Later Aug 20, 2025 40:05


What if stepping back from your business didn't mean losing control—but gaining clarity?In this episode, I talk with Margo Crawford, founder of Business Sherpa Group, about the five-year succession plan that helped her shift from CEO to Chair—and the deep mental work it took to let go without giving up.You'll learn:When to start planning your exit (spoiler: not when you're ready to leave)How to prepare your team to lead without youWhy most founder burnout is rooted in back-office frictionHow to measure success in more than revenueIf you're overwhelmed by complexity or craving more freedom, this one's worth a listen.

Boosting Your Financial IQ
What to Look For When Buying or Selling a Business | Ep 180

Boosting Your Financial IQ

Play Episode Listen Later Aug 20, 2025 22:21 Transcription Available


Want to grow your business? Download your free roadmap today: coltivar.com/growth Buying or selling a business can go wrong fast. Pay too much as a buyer and you'll regret it. Sell too soon and you might leave millions on the table. In this episode, Steve Coughran shares a CFO's perspective from years of buying, building, and selling companies worth over a billion dollars. He breaks down the three main ways businesses are valued, the four factors that drive valuation up, and the eight hidden risks that drag it down. Whether you're looking to acquire a company or prepare for an exit, this episode shows you exactly what investors look for—and how to maximize the value of your business. Disclaimer:   BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. LinkedIn | YouTube coltivar.com/byfiq

ValuationPodcast.com - A podcast about all things Business + Valuation.
Scaling, Selling & Staying Ready: The BITES Method

ValuationPodcast.com - A podcast about all things Business + Valuation.

Play Episode Listen Later Aug 20, 2025 52:49


Thinking about selling your business—or scaling it to the next level?In this episode of ValuationPodcast.com, host Melissa Gragg sits down with financial strategist and bestselling author Monica Garcia Duggal to break down her proven Financial BITES Method. With over 30 years of experience in investment banking, M&A, and helping entrepreneurs build wealth, Monica reveals how to prepare your company for growth, exit, and legacy.Whether you're a baby boomer business owner planning retirement, or a high-achieving entrepreneur looking to 10X your company, this conversation will give you actionable steps to avoid leaving money on the table, systematize your operations, and future-proof your business in the age of AI.

M&A Science
Founder Exit Strategy: Xavier Gury on M&A Deal Terms vs Valuation

M&A Science

Play Episode Listen Later Aug 18, 2025 66:13


Xavier Gury, Founding Partner at Wind Xavier Gury, founding partner at Wind venture capital firm, brings a unique triple perspective to M&A: serial entrepreneur, acquisition target, and now investor. In this episode, Xavier unpacks the critical lessons from his three successful exits, including one transformative deal with Publicis, where he structured a performance-based earnout that prioritized terms over upfront valuation. The conversation reveals why 90% of the deal value came through earnout performance, how to align teams during integration, and the strategic mistakes buyers make when acquiring founder-led companies. M&A professionals will learn practical frameworks for structuring deals that actually work post-close. Things You'll Learn Why deal terms matter more than valuation – and how Xavier structured an earnout where only 10% was paid upfront The "yin yang" principle for balanced M&A deals that create value for both buyer and seller How to incentivize key employees during earnout periods to ensure alignment and execution success _____________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more. ___________________ M&A Doesn't Have to Be So Painful

Trump's Trials
Trump's D.C. 'crisis' enters 2nd week with more soldiers — and no exit strategy

Trump's Trials

Play Episode Listen Later Aug 18, 2025 4:41


As the U.S. capital braces for a second week with soldiers and masked federal agents conducting "roving patrols" on the city streets, President Trump says he knows some Americans fear he's crossed a dangerous line.Support NPR and hear every episode of Trump's Terms sponsor-free with NPR+. Sign up at plus.npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

The Chad Benson Show
Democrats Who Fled Texas to Block the GOP's Redistricting Effort Plot Their Exit Strategy

The Chad Benson Show

Play Episode Listen Later Aug 14, 2025 109:57


Democrats who fled Texas to block the GOP's redistricting effort plot their exit strategy. Trump says his administration looking at reclassifying marijuana. Trump names Stallone and Kiss for Kennedy Center Honors and says he'll host the awards show. Texas redistricting fight. Tropical Storm Erin expected to become a major hurricane. The rise of Democratic Socialism. Consumer Price Index. 

Restaurant Growth Podcast
Franchising isn't an exit strategy—it's a full-time job with Shawn Saraga | 067

Restaurant Growth Podcast

Play Episode Listen Later Aug 13, 2025 25:17 Transcription Available


What does it truly take to turn a successful restaurant into a scalable franchise? In this episode, D.J. sits down with Shawn Saraga, a franchise development expert who has been involved in opening nearly 1,000 franchise locations. Shawn shares his journey from nightclub DJ to franchise guru and dives deep into the realities of restaurant expansion. He explains why franchising is not an exit strategy but an entirely new business that requires immense dedication. Listeners will learn the critical systems and benchmarks a restaurant must have in place before franchising, the "devil in the details" of standardizing your secret sauce, and, most importantly, the non-teachable personality trait to look for in a potential franchisee: persistence.Key TakeawaysProve the Model First: Before you even consider franchising, you need a replicable model. This means having at least two or three successful locations to prove the concept works beyond your direct, daily involvement.Franchising is a New Job, Not an Exit: Thinking of franchising as a way to step back is a mistake. It's an entirely new, full-time role focused on recruiting, real estate, operations, and support. You are no longer just an operator; you are a "king maker."Systemize Your Intangibles: The "little things" that make your restaurant special—like your networking style or community involvement—must be documented and turned into a trainable system for your franchisees to follow.Location is Non-Negotiable: As Shawn says, "50 feet from great is not great." You cannot afford to compromise on real estate. Diligent, multi-day scouting and research of a location is critical before signing a long-term lease.Hire for Persistence: You can teach someone how to make your food, but you can't teach them the grit to get through the hard days. Persistence is the single most important personality trait of a successful franchisee.ResourcesThe Franchise Academy: Learn more about Shawn and his consulting services at thefranchiseacademy.ca.Upcoming Book: Keep an eye out for Shawn's book, How to Choose the Right Franchise for You, releasing in early 2026.Send us a text

Accountants Daily Insider
Under the Hood: Do you have a business exit strategy?

Accountants Daily Insider

Play Episode Listen Later Aug 12, 2025 21:47


This week on UTH, Sonia Gibson, founder of Accounting Heart, joins Imogen to chat about the importance of business succession, exit strategies, and why more business owners need to take the concept seriously. Tune in to hear more about: What business succession means and why it's important. Why such a big gap in business succession knowledge exists. Succession and exit strategy advice. How accountants can facilitate smoother transitions between business owners. Pros and cons of selling to a third party v. family members or employees. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Nexus Church
Exit Strategy

Nexus Church

Play Episode Listen Later Aug 10, 2025 54:38


Selador Sessions
Selador Sessions 326 | Dave Seaman's Radio Therapy

Selador Sessions

Play Episode Listen Later Aug 7, 2025 59:00


It's a rather hoarse and croaky Dave this month, but that's not gonna stop him. He's back to preside over another 60 minutes of the good stuff, that is actually the 15th anniversary his acclaimed Radio Therapy show. That's a decade and a half at the coalface of Electronic Music Radio! Respect is due

Selador Recordings Podcasts
Selador Sessions 326 | Dave Seaman's Radio Therapy

Selador Recordings Podcasts

Play Episode Listen Later Aug 7, 2025 58:59


It's a rather hoarse and croaky Dave this month, but that's not gonna stop him. He's back to preside over another 60 minutes of the good stuff, that is actually the 15th anniversary his acclaimed Radio Therapy show. That's a decade and a half at the coalface of Electronic Music Radio! Respect is due

Alt Goes Mainstream
Hg's Nic Humphries - investing at an inflection point in history

Alt Goes Mainstream

Play Episode Listen Later Aug 6, 2025 82:09


Welcome back to the Alt Goes Mainstream podcast.Today's episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry's most prolific private equity technology investors.We sat down with Nic Humphries in Hg's London office. Nic is the Senior Partner and Executive Chairman of Hg and Head of the firm's Saturn fund.Hg, one of the top 10 largest PE firms globally based on the PEI300 ranking, has built an impressive investment engine focused on mission-critical enterprise software. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Nic is responsible for Hg's strategy, management, and governance. On the investing side, Nic focuses on larger software investments that provide daily-use mission critical applications for accountants, tax / compliance professionals, and designers / engineers / scientists. He has brought his electrical engineering background to bear to go a “mile deep” into a category where Hg has become an unquestioned market leader.Nic balances being both a detail-oriented specialist with a vision for both the enterprise software industry and Hg as a firm. We had a fascinating discussion about enterprise software investing, how to create European software giants, applying AI to make companies more efficient, and much more.We covered:The origin story of Hg.How Hg grew into one of the industry's leading software focused private equity firms.How an engineering mindset has helped Nic become a leading investor.Why Hg focuses on mission-critical enterprise software and why it's a compelling investment thesis.Why enterprise software investing can be considered a low volatility investment strategy and how Hg has delivered consistent returns to investors.How to effectively manage exits and DPI.Why Europe, why now?How AI could impact technology and services businesses.Thanks Nic for coming on the show to share your wisdom and expertise about enterprise software and private markets.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:00 Introduction to our Sponsor, Juniper Square01:40 Introducing Nic Humphries01:56 Hg's Investment Strategy04:03 Nic's Background and Career Journey04:46 Engineering Mindset in Investing05:14 Long-Term Business Thinking05:58 Hg's Focus on Accounting Software06:45 Growth Drivers in SMB Market09:05 Impact of AI on Enterprise Software09:34 Platform Shifts in Technology11:10 Adapting to AI in Business12:15 Mission Critical Software14:02 Challenges of AI Integration14:58 Embedding Products and Services17:13 Organic Growth vs. Acquisitions20:51 Geographical Expansion Strategies21:59 European vs. North American Markets23:30 Management Teams and Expansion24:32 Jurisdictional Challenges in Europe25:05 Hg's Investment Philosophy25:50 Mission Critical Software in Europe36:22 Hg's Consistent Investment Returns38:00 Conclusion and Final Thoughts40:13 Understanding Recurring Revenues40:59 The Importance of Discipline in Investing41:48 Learning from Past Experiences43:30 Maintaining Excitement and Focus45:26 The Role of Realization Committees46:44 Continuous Improvement Culture47:42 The Importance of Cash Returns48:51 Exit Strategies and Realization Committees50:32 Re-underwriting Investments52:40 AI's Impact on Software Development54:17 The Rule of 40 and AI54:38 Investing in AI: Startups vs. Established Businesses55:59 Hg's Growth Strategy58:56 Specialization in B2B Back Office Software01:01:35 Fund Structure and Management01:03:27 Expanding into the Wealth Channel01:03:48 Hg Capital Trust and Fusion Fund01:05:27 Communicating with a Broader Audience01:06:39 The Importance of Brand in Wealth Management01:07:32 Connecting Private Markets to Everyday Life01:09:36 The Prevalence of Private Companies01:11:09 Aligning Interests with Investors01:12:19 Investment Decisions and Long-term Growth01:14:21 Future Growth Opportunities for Hg01:16:38 The Role of AI in Future Investments Editing and post-production work for this episode was provided by The Podcast Consultant.DisclaimerThe views and opinions expressed in this episode are those of the speaker and do not necessarily reflect the official policy or position of any affiliated organization.Any references to past performance, including IRR or MOIC figures, are presented on a gross basis and do not reflect the deduction of fees, expenses, or carried interest. These figures are illustrative and not necessarily indicative of future results. Statements regarding industry rankings, success rates, or performance consistency are based on internal analysis and may not be indepe...

True Spies
True Spies Classic: Exit Strategy | CIA

True Spies

Play Episode Listen Later Aug 5, 2025 46:02


In this classic episode of True Spies, CIA analyst Sarah Carlson drops Vanessa Kirby into the pressure-cooker of post-revolutionary Libya. In 2011, the Arab Spring swept Colonel Gaddafi from office, leaving a deadly power vacuum. Three years later, civil war engulfed the nation. Under a hail of rocket fire, Sarah had to figure out a way to extract 150 American personnel from the carnage. From SPYSCAPE, the home of secrets and skills. A Cup And Nuzzle production. Series producer: Gemma Newby. Produced by Claire Crofton. Music by Nick Ryan. Learn more about your ad choices. Visit megaphone.fm/adchoices

Watchdog on Wall Street
IPO Mania: Figma, FOMO, and the Great Exit Strategy

Watchdog on Wall Street

Play Episode Listen Later Aug 5, 2025 9:40


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredThe Figma IPO sparks questions, but the real story isn't just about design software—it's about who's cashing out and who's left holding the bag. In this candid breakdown, we dig into why early access is everything, how IPOs have morphed from opportunity to exit ramp for insiders, and why “neato” doesn't mean investable. From dot-coms to AI buzzwords, this is a no-BS look at the modern IPO hustle—and why some investors are just done playing musical chairs.

App Masters - App Marketing & App Store Optimization with Steve P. Young
The Million-Dollar Exit Strategy for App Founders

App Masters - App Marketing & App Store Optimization with Steve P. Young

Play Episode Listen Later Aug 2, 2025 72:55


In this episode, we're joined by Evelin Herrera, founder of the leading mergers & acquisitions firm for mobile apps and games. She helps hundreds of app founders navigate five to eight-digit exits and is the go-to voice when it comes to valuing, marketing, and selling apps.Evelin is the founder of EHVM, better known from the site www.evelinherrera.com, where more than 100 apps are listed for sale, and the creator of The Mobile Club, a community of app founders, investors, and operators. She breaks down what makes an app “EPIC”, the kind of product that gets serious exit multiples. From retention and community to branding, valuation metrics, and due diligence, Evelin shares what buyers are looking for.If you've ever thought about selling your app, this is the roadmap you didn't know you needed.You will discover:✅ What makes an app “EPIC” and worth a 7-figure exit✅ The MOATs that boost your app's valuation✅ Why branding, retention & community are make-or-break✅ How to prepare for a successful app exit or acquisitionLearn More:Connect with her for all things apps, valuation, metrics, and exits:https://x.com/herreraevel https://www.linkedin.com/in/evelinherrera/ Join the Mobile Club Community:https://evelinherrera.com/themobileclubCheck available apps on sale:www.evelinherrera.comWork with us: https://www.appmasters.com*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

App Masters - App Marketing & App Store Optimization with Steve P. Young
The Million-Dollar Exit Strategy for App Founders

App Masters - App Marketing & App Store Optimization with Steve P. Young

Play Episode Listen Later Aug 2, 2025 71:55


In this episode, we're joined by Evelin Herrera, founder of the leading mergers & acquisitions firm for mobile apps and games. She helps hundreds of app founders navigate five to eight-digit exits and is the go-to voice when it comes to valuing, marketing, and selling apps.Evelin is the founder of EHVM, better known from the site www.evelinherrera.com, where more than 100 apps are listed for sale, and the creator of The Mobile Club, a community of app founders, investors, and operators. She breaks down what makes an app “EPIC”, the kind of product that gets serious exit multiples. From retention and community to branding, valuation metrics, and due diligence, Evelin shares what buyers are looking for.If you've ever thought about selling your app, this is the roadmap you didn't know you needed.You will discover:✅ What makes an app “EPIC” and worth a 7-figure exit✅ The MOATs that boost your app's valuation✅ Why branding, retention & community are make-or-break✅ How to prepare for a successful app exit or acquisitionLearn More:Connect with her for all things apps, valuation, metrics, and exits:https://x.com/herreraevel https://www.linkedin.com/in/evelinherrera/ Join the Mobile Club Community:https://evelinherrera.com/themobileclubCheck available apps on sale:www.evelinherrera.comWork with us: https://www.appmasters.com*********************************************SPONSORSArcads is the fastest and best indie-friendly platform to create authentic, AI-powered UGC-style video ads — all from just text input.- Emotionally resonant, human-like videos- Perfect for app demos, testimonials, and paid social creatives- Built for speed, built to convertWhether you're launching or scaling, Arcads makes it easy to test and iterate video ads.Try it now: https://www.arcads.ai/?comet_custom=appmasters*********************************************Everyone's talking about web2app funnels - the breakthrough strategy maximizing mobile revenue. But building them in-house takes months of development. web2wave eliminates the complexity with their innovative all-in-one platform✅ AI funnel generator✅ powerful drag-and-drop quiz builder✅ streamlined payments✅ comprehensive analytics✅ smart A/B testing✅ and moreLaunch high-performing web2app funnels in days, not months.Visit https://web2wave.com/ to create your web2app funnel for free.*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

No Agenda
1786 - "Best Exit Strategies"

No Agenda

Play Episode Listen Later Jul 31, 2025 144:04 Transcription Available


No Agenda Episode 1786 - "Best Exit Strategies" "Best Exit Strategies" Executive Producers: Sir Cumferance John Jensen Adam Curry & John C Dvorak Become a member of the 1787 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Art By: Digital 2112 Man Engineering, Stream Management & Wizardry Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: and soon on Netflix: Animated No Agenda Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1786.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 07/28/2025 12:17:35This page created with the FreedomController Last Modified 07/28/2025 12:17:35 by Freedom Controller

The Managing Partners Podcast: Law Firm Business Podcast
The Power of Personal Branding for Attorneys

The Managing Partners Podcast: Law Firm Business Podcast

Play Episode Listen Later Jul 31, 2025 34:40


What does it take to launch and grow a successful law firm from scratch—and then exit on your terms? In this episode of The Managing Partners Podcast, host Kevin Daisey talks with Chrissy Hagen, a Michigan-based personal injury attorney who built a thriving truck accident practice starting with zero clients. Chrissy shares how she leveraged niche marketing, a strong personal brand, and social media to scale quickly and position her firm for sale. You'll hear practical insights on building trust online, developing systems that increase firm value, and creating content that doesn't feel salesy. Whether you're a solo practitioner or managing a growing team, this episode is packed with strategies to help you dominate your niche and think ahead about the long game. Today's episode is sponsored by Answering Legal. Click here to get started with your 400-minute free trial!  Chapters (00:00:00) - Management Partners Podcast(00:00:52) - How to Market Yourself to Your Law Firm(00:01:45) - "Establish Your Personal Brand"(00:03:52) - How to Introduce Yourself on Social Media(00:06:02) - Answering Legal(00:07:05) - How to start a law firm in Michigan(00:10:04) - How to Market Yourself as a Truck Accident Attorney(00:13:49) - Colorado Attorney Expands His Practice to Include Trucks(00:15:29) - An Exit Strategy for the Law Firm(00:19:13) - Exploring Growth Potential at a Law Firm(00:21:57) - Beyond Your Firm Brand: Personal Brand(00:28:41) - How to start a podcast in 2019(00:30:01) - Want a Personal Brand?(00:31:35) - How to Market Yourself to New Lawyers(00:33:37) - The Managing Partners Podcast and Mastermind

Obie & Ashley
Exit Strategies! Chloe thinks it's rude to have one!

Obie & Ashley

Play Episode Listen Later Jul 30, 2025 34:48


Obie has a way of exiting an event, party or gathering that Chloe thinks is straight up rude. Plus, we had a PANIC BUTTON where an ex wanted to prove how adventurous he was by utilizing something 300+ feet in the skies!

WealthTalk
The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris Spratling

WealthTalk

Play Episode Listen Later Jul 30, 2025 59:29


In this episode, Christian Rodwell welcomes Chris Spratling—seasoned entrepreneur, advisor, and author of “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably.” With over 30 years' experience in scaling, buying, and selling businesses, Chris shares vital insights on preparing for a successful business exit, maximising value, and planning for life beyond the sale.Key Topics & TakeawaysChris's Background & Relationship with WealthBuildersOver 30 years' experience in business exits and scalingLongstanding collaboration with Kevin Whelan and the WealthBuilders communityThe Seven Pillars of Wealth & Business as a PillarImportance of integrating business, property, and intellectual property in wealth strategiesUsing SSAS pensions and commercial property for long-term planningWho Chris HelpsFocus on ambitious SME owners (turnover £2M–£30M)Chalk Hill Blue's approach to scaling and preparing businesses for exitWhy Most Business Owners Struggle to Exit Successfully80% of personal wealth often tied up in the businessLess than 20% of businesses listed for sale actually sellCommon pitfalls: overestimating value, lack of preparation, misunderstanding buyer motivationsStages of Preparing for a Business ExitSeller Readiness: Clarifying motivations, financial needs, and post-exit plansBusiness Readiness: Building value through 10 key drivers (growth, scalability, recurring revenue, differentiation, reduced reliance on individuals/customers, strong processes, etc.)Process and Systems: Importance of automation, AI, and streamlining tasks to ensure business runs without the ownerQuick Wins for Business OwnersAssess current financial position and retirement gapUse Chalk Hill Blue's free Exit Readiness Survey for personalised feedbackFocus on one or two value drivers for immediate impactThe Role of AI and AutomationEmbracing AI for efficiency, productivity, and future-proofing business operationsReal-world examples from Chris's clients and his own accountancy practiceFamily Business TransitionsImportance of education and tailored succession planningCreating freedom and options before selling or stepping backTimeline for Selling a BusinessRealistic prep: 2 years to get “sale-ready,” plus 9–12 months to complete a saleMost deals involve staged payments and handover periodsFinding Buyers and Structuring the DealImportance of assembling a deal team (IFA, tax, legal, corporate finance)Different exit routes: trade sale, management buyout, employee ownership trust, family office, etc.Creating competition to maximise sale priceLife After ExitPlanning for the “next chapter” to avoid post-sale regret or loss of identityPractical TipsStart exit planning early—ideally at least 2 years in advanceFocus on building recurring revenue and reducing reliance on the ownerUse automation and AI to streamline processes and increase business valueEducate and engage the next generation for family business continuityAssemble a strong advisory team for the exit processResources MentionedGrab a copy of Chris Spratling's book: “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably” Check if you are you truly ready to exit. Take the Exit Readiness Survey It's a free, personalised exit readiness report.Contact Chris:Chris Spratling on LinkedinChris Spratling WebsiteWT103 - Employee ownership trusts w/ Chris BuddWT38 - The 8 Drivers Of Business Value - Richard PerryConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Directed IRA Podcast
Use Your IRA to Invest in Private Funds

Directed IRA Podcast

Play Episode Listen Later Jul 25, 2025 24:46 Transcription Available


Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account.In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen and Mark J. Kohler explain how private fund investments work inside an IRA, what separates a legitimate fund from a risky one, and why understanding the fund's documents, liquidity restrictions, and management team is essential before investing.If you're looking for greater control over your retirement investments, this episode will give you the framework you need to evaluate private funds and avoid common mistakes. Book a call today to learn more: directedira.com/appointment.0:08 - Investing IRAs in Private Funds3:00 - What Defines a Legitimate Fund6:00 - Understanding Accredited Investors10:00 - Due Diligence and Investment Documents16:12 - Subscription Process and Liquidity Concerns22:09 - Exit Strategies and Final ThoughtsDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Wholesaling Inc with Brent Daniels
WIP 1782: #Classic - Exploring Multiple Exit Strategies to Close More Deals and Make Bigger Profits

Wholesaling Inc with Brent Daniels

Play Episode Listen Later Jul 22, 2025 30:16


A well-planned exit strategy can help investors anticipate and plan for various outcomes, minimize risks, and maximize returns. Understanding how to sell a property and determining the most favorable way to make more money is something you should consider before entering a wholesale agreement. Without a solid exit strategy, investors may struggle to sell the property or sell it at a loss.Join us today as we welcome Nick Kamrada, a powerhouse from Tampa Bay, Florida, who has made thousands of dollars daily using different exit strategies in his first few years in business. You don't want to miss this out! Don't forget to check into Brent's TTP Training Program  for an opportunity to work with him personally.---------Show notes:(0:59) Beginning of today's episode(1:21) Why Some Sellers Opt for Potential Equity Over Speed and Convenience(3:28) Screening Out Ineligible Cash Purchase Leads(7:38) Exploring Balloon Payments (A Guide for Investors)(12:54) Seller Financing Beyond Distressed Situations(15:32) The Impact of Property Condition on Down Payment Requirements(17:09) Moving Beyond Price-Based Decisions(21:55) Creating Win-Win Deals through Creative Financing(24:50) Stepping into Equity: An Investor's Guide to 'Walking into Equity----------Resources:ZillowFollow Nick hereTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Jake and Gino Multifamily Investing Entrepreneurs
Profit First, Excuses Last: Real Talk with Mike Michalowicz | Jake & Gino Poadcast

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 21, 2025 28:02


In this episode of the Jake and Gino Podcast, we're joined by Profit First author and serial entrepreneur Mike Michalowicz—the mind behind Clockwork, The Pumpkin Plan, and The Money Habit. Mike reveals why traditional financial thinking keeps most businesses broke, and how to flip the script with his game-changing Profit First framework.What You'll Learn:Why “Revenue - Expenses = Profit” is brokenHow to reverse engineer profit with real estateThe behavioral psychology behind business financesWhy diversification may be hurting your businessWhen and how to sell your company the right wayWhy now is the best time to buy small businesses Visit https://www.MikeMotorbike.com for Mike's books and resources.Subscribe for more insights on real estate investing, entrepreneurship, and wealth-building. Chapters:00:00:00 - Introduction  00:01:33 - What Profit First Really Means  00:04:01 - Profit Per Unit (PPU) Explained  00:10:36 - Scaling vs. Growing: What's the Difference?  00:13:43 - When to Sell (and NOT Sell) Your Business  00:15:09 - The Power of a 4-Week Vacation for System Testing  00:21:49 - Why Now Is the Best Time to Buy Small Businesses  00:27:36 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Allworth Financial's Money Matters
Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy

Allworth Financial's Money Matters

Play Episode Listen Later Jul 19, 2025 52:41


On this week's Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than following the crowd. They tackle one investor's dilemma about using Securities-Backed Line of Credit for buying a home at 66, explore the surprising benefits of reverse mortgage purchases, and help a woman from Florida navigate the financial maze of buying property with her fiancé. They also talk to financial expert, Victoria Bogner, who shares a masterclass in business sale strategy.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.